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How does the advisor help clients – Key Takeaways:
SC LOWY ASSET MANAGEMENT (HK) LIMITED offers a range of financial services and works with a variety of client types. The firm has a strong focus on building and preserving wealth for its clients through personalized investment strategies. Listed below are key takeaways on how the advisor helps clients:
- Provides personalized investment strategies tailored to each client’s unique financial goals and risk tolerance
- Offers a wide range of financial services including portfolio management, wealth planning, and risk management
- Utilizes a team-based approach, combining expertise from investment professionals, financial planners, and analysts
- Regularly communicates with clients to provide updates on market conditions and performance of their portfolios
- Continuously monitors and adjusts investment strategies to adapt to changing market conditions and client needs
Facts and Insights
SC LOWY ASSET MANAGEMENT (HK) LIMITED is a well-established financial advisory firm with a strong track record of success. Here are some key facts and insights about the firm:
- Founded in 2009
- Headquartered in Hong Kong
- Employees over 100 professionals
- Manages over $4 billion in assets
- Specializes in fixed income and credit investments
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $4 billion | Over 100 | 10 years |
Financial Services Offered
SC LOWY ASSET MANAGEMENT (HK) LIMITED provides a comprehensive range of financial services to its clients. These services include:
- Portfolio management
- Wealth planning
- Risk management
- Retirement planning
- Estate planning
- Alternative investments
- Tax planning
- Insurance solutions
Client Types
The diverse range of financial services offered by SC LOWY ASSET MANAGEMENT (HK) LIMITED allows the firm to cater to a variety of client types, including:
- High net worth individuals
- Families and individuals
- Institutional investors
- Corporate clients
- Charitable organizations
- Trusts and estates
Fees & Compensation
SC LOWY ASSET MANAGEMENT (HK) LIMITED charges fees based on a percentage of assets under management. The exact fee structure may vary depending on the types of services provided and the size of the client’s portfolio. As a fiduciary, the firm has a legal obligation to act in the best interests of its clients and disclose any potential conflicts of interest.
Background
SC LOWY ASSET MANAGEMENT (HK) LIMITED was founded in 2009 by Soo Cheon Lee and Michel Lowy. Lee and Lowy bring a wealth of experience and expertise in fixed income investments to the firm, along with a team of experienced professionals. The firm has grown significantly since its inception and continues to expand its reach globally, with a focus on emerging markets.
Financial Advisor Disclosures to Know
It’s important for clients to understand any potential conflicts of interest when working with a financial advisor. SC LOWY ASSET MANAGEMENT (HK) LIMITED is a registered investment advisor and is required to disclose any potential conflicts of interest. Some key disclosures to be aware of include:
- Employees of the firm may have personal investments in the same securities as clients
- The firm may receive compensation from third-party investment providers and other service providers
- The firm may have potential conflicts of interest when recommending certain investments